Recent Discussions

Discussion List

• 
  8

  Up Down
  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 145 views 3 comments 8 points Most recent by bsmorovitz February 3Feature Requests
• 
  Merged: Net Worth Report

  Closed bsmorovitz 1 view 0 comments 0 points Most recent by bsmorovitz February 3Feedback
• 
  2

  Up Down
  Ability to filter transactions by day of month (edited)

  Active sbennet1 72 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
• 
  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  Closed ogl 131 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
• 
  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Closed smking 21 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
• 
  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 31 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
• 
  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Closed Jerristeve 23 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
• 
  EQ Bank Error FDP-106

  Closed donnajean 262 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
• 
  Auto txn based alert

  Closed jayyan 51 views 2 comments 1 point Most recent by Coach Natalie February 2Feedback
• 
  Verizon Wireless - "Activation is rejected by Biller." (edited)

  Closed lynchbro 299 views 11 comments 1 point Most recent by Coach Natalie February 2Bills and Income
• 
  Accounts Info Download option

  Closed bkbryce 61 views 4 comments 3 points Most recent by Coach Natalie February 2Feedback
• 
  54

  Up Down
  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.7K views 33 comments 54 points Most recent by SRC54 February 2Feature Requests
• 
  Merged: Show Account in all sections of Spending Plan

  Closed jaywgraham 11 views 0 comments 2 points Most recent by jaywgraham February 1Feature Requests
• 
  10

  Up Down
  Add an Account column to Bills and Income in the Spending Plan (edited)

  Active Gaberino 112 views 4 comments 10 points Most recent by jaywgraham February 1Feature Requests
• 
  Migrating from Simplifi to Personal & Business

  Closed Mortimer Duke 192 views 4 comments 1 point Most recent by DryHeat February 1Quicken Business & Personal Feedback
• 
  All asset accounts still show $0 (edited)

  Closed Jason Lloyd 51 views 1 comment 0 points Most recent by Coach Kristina February 1Feedback
• 
  Add a configurable date range for matching recurring bills in Simplifi

  Closed gavalos8 11 views 1 comment 0 points Most recent by DryHeat February 1Bills and Income
• 
  Can I assign a previous Invoice to a Client Project?

  Answered ✓ Closed Mortimer Duke 32 views 1 comment 0 points Most recent by Coach Kristina February 1Invoices, Estimates, & Sales Receipts
• 
  Alerus connection STILL doesn’t work (FDP-103)

  Closed aariana 61 views 2 comments 0 points Most recent by aariana February 1Adding and Updating Accounts
• 
  Sallie Mae FDP-155 (edited)

  Closed B Frazier 251 views 5 comments 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
• 
  EmpowerMyRetirement disconnected? (FDP-6000 error)

  Closed Amethyst64 47 views 1 comment 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
• 
  Merged: Simplifi New Net Worth View

  Closed Ellisd62 1 view 0 comments 0 points Most recent by Ellisd62 February 1Business Reports
• 
  20

  Up
  Varo Banking

  In Review bcolvin770 702 views 21 comments 20 points Most recent by aj6 February 1Report Missing Financial Institution or Biller
• 
  Re-sync option added for Manual Accounts in 6.4.0

  Closed SRC54 11 views 1 comment 1 point Most recent by EL1234 February 1Feedback
• 
  Safe to delete empty institutions or not?

  Answered ✓ Closed jj 74 views 4 comments 0 points Most recent by SRC54 February 1Troubleshooting
• 
  Merged: Accounts needs attention - please provide option to turn it off

  Closed FutureEye 21 views 0 comments 0 points Most recent by FutureEye February 1Troubleshooting
• 
  Taxable IRA Withdrawal On Which Side?

  Closed Diver4242 32 views 2 comments 0 points Most recent by DryHeat January 31Bills and Income
• 
  Change community username

  Closed br34d 42 views 3 comments 0 points Most recent by Coach Kristina January 31Using the Community
• 
  Target Circle Card won't download new transactions

  Closed RFL281 5.2K views 180 comments 2 points Most recent by allensipe January 31Adding and Updating Accounts
• 
  Recurring Series Disappeared

  Closed Tim603 21 views 1 comment 0 points Most recent by SRC54 January 31Troubleshooting